Klingman & Associates
SMH icon

Klingman & Associates’s VanEck Semiconductor ETF SMH Stock Holding History

Klingman & Associates’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$834K Sell
1,369
-29
-2% -$16.6K 0.03% 166
2026
Q2 		$917K Buy
1,398
+353
+34% +$193K 0.04% 147
2026
Q1 		$401K Sell
1,045
-22
-2% -$8.74K 0.02% 224
2025
Q4 		$384K Sell
1,067
-33
-3% -$11.6K 0.02% 225
2025
Q3 		$359K Buy
1,100
+29
+3% +$8.59K 0.02% 232
2025
Q2 		$299K Buy
+1,071
New +$248K 0.02% 244
2024
Q4 		– Sell
-821
Closed -$202K – 268
2024
Q3 		$202K Hold
821
– – 0.01% 259
2024
Q2 		$214K Buy
+821
New +$193K 0.01% 235

Other funds holding SMH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Klingman & Associates's SMH Position: Q3 2026 in Review

Klingman & Associates reduced its VanEck Semiconductor ETF (SMH) stake by 2.1% in Q3 2026, selling an estimated $16.6K and leaving 1,369 shares worth $834K. The position accounts for 0.03% of the portfolio, ranked #166.

Klingman & Associates first reported a position in SMH in Q2 2024 and has held it in 8 quarters since. The position peaked at $917K in Q2 2026. 947 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Klingman & Associates held 1,369 shares of VanEck Semiconductor ETF worth $834K as of Q3 2026.
  • Klingman & Associates sold 29 VanEck Semiconductor ETF shares in Q3 2026, an estimated $16.6K.
  • VanEck Semiconductor ETF made up 0.03% of Klingman & Associates's portfolio in Q3 2026, its #166 holding.
  • Klingman & Associates first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 8 quarters since.
  • Klingman & Associates's VanEck Semiconductor ETF position peaked at $917K in Q2 2026.
  • 947 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.